The firm will navigate to the Settings cog in the right hand corner of their CASEpeer platform and then select Account Settings

From there they will need to scroll down to the integration section and select Case Status. Once selected they can add any roles that should be notified to the Directed Notifications section.

Whichever roles are added to the Directed Notifications section will receive a notification when a client inbound message or document is received.

The notification will appear as a notification bubble on the bell as well as a message within the inbox.